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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
CICC
2901
Capital Investment Counsel (Colorado)
Colorado
$720M +$40.7M +6% 1.76% 151 17.22%
OTL
2902
Oak Thistle LLC
New York
$720M +$63.9M +10% 0.32% 59% 674 62.31%
CFS
2903
Cannon Financial Strategists
Georgia
$719M +$20.5M +3% 2.58% 41.8% 105 5.71%
PWA
2904
Physician Wealth Advisors
Utah
$719M +$16.1M +2% 2.47% 71.3% 2,181 19.99%
PAI
2905
Palo Alto Investors
California
$718M +$178M +33% 33% 127% 51 17.65%
PSH
2906
Pershing Square Holdings
New York
$718M -$21.6M -3% 2.92% 1 0%
NA
2907
Nottingham Advisors
New York
$718M -$2.56M -0.4% 1.73% 44.3% 115 9.57%
PG
2908
Proffitt & Goodson
Tennessee
$718M +$20.4M +3% 1.84% 48.5% 463 39.31%
EWS
2909
Evergreen Wealth Solutions
Pennsylvania
$717M +$539M +304% 0.33% 64.5% 229 48.03%
BCG
2910
Breakwater Capital Group
New Jersey
$717M +$39.3M +6% 2.21% 60.8% 370 9.73%
WLIM
2911
White Lighthouse Investment Management
Massachusetts
$716M +$60.4M +9% 1.95% 46.8% 151 8.61%
SAM
2912
Southernsun Asset Management
Tennessee
$716M -$55.4M -7% 2.67% 45.7% 35 20%
UW
2913
Unique Wealth
Florida
$716M +$34.4M +5% 1.52% 63.3% 194 12.37%
FI
2914
Fractal Investments
Connecticut
$716M +$23.5M +3% 2.43% 86.4% 86 17.44%
IIC
2915
Ironwood Investment Counsel
Arizona
$716M +$30.2M +4% 3.76% 54.7% 277 9.39%
PCM
2916
Pinnbrook Capital Management
New York
$715M -$189M -21% 17.3% 730% 193 73.58%
EIG
2917
Ellenbecker Investment Group
Wisconsin
$715M +$37M +5% 1.51% 56.3% 139 12.95%
DCM
2918
Dimension Capital Management
Florida
$715M +$19.4M +3% 2.92% 59.4% 126 19.05%
AG
2919
Artal Group
Luxembourg
$715M -$43.6M -6% 5.47% 144% 2 0%
UCMOK
2920
United Capital Management of KS
Kansas
$714M -$21.2M -3% 1.58% 231% 135 34.07%
LIA
2921
LS Investment Advisors
Michigan
$714M +$3.8M +0.5% 4.64% 85.7% 143 11.89%
SSA
2922
South Street Advisors
New York
$712M -$50.8M -7% 3.6% 140% 84 15.48%
AI
2923
Arvest Investments
Arkansas
$712M +$14.7M +2% 1.96% 198 12.63%
AAM
2924
Auxier Asset Management
Oregon
$711M -$2.31M -0.3% 2.07% 58.4% 186 10.75%
DLIC
2925
Daido Life Insurance Company
Japan
$711M +$15.7M +2% 2.31% 57.1% 6 0%